Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

mountain climbers

John Lucas

Senior Vice President–Wealth Management

In the more than 15 years I've been advising clients, I've had the good fortune of serving some of the wealthiest families and most successful entrepreneurs in the country. I look forward to speaking with you to determine whether there's a good fit between your needs and my areas of expertise.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • IL
  • NV
  • NY
  • TX
  • UT


  • B.S., Drew University
  • M.B.A., Thunderbird


  • Portfolio Manager
2 Belvedere Place
Suite 220
Mill Valley, CA 94941
  • (415) 360-9462

Email Me

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$2.8 trillion

In invested assets globally 
As of 06/30/2022

World's best bank

for wealth management

Euromoney Award for Excellence, 2020-2022